FLOW MANAGER PAGE
From the portal home page, click the Flow Builder icon to access the Flow Manager page where you can create, edit, and organize your categories and flows.
A Category allows you to group and organize flows in a logical way for easier navigation (e.g. Billing, Returns, Quality, etc.) and is indicated by a blue header on the Flow Manager page.
To add a category, click the “+ folder” icon at the top of the page.
To edit a category, click the “Edit” icon next to the Category name. On the edit screen you can edit the Category Name or delete the Category.
A Flow is a process flow (e.g. Question About Bill) that is made up of steps. Flows are assigned to a Category for easier navigation.
To add a flow to a category, simply click the “+ flow” icon next to the Category you wish to add a flow.
To edit a Flow, click the “Edit” icon next to the Flow name. On the edit screen you can edit the Flow Name and Description duplicate or delete the Flow.
You can re-arrange flows both within a category and to a different category by dragging and dropping.
To select a flow to build on the Flow Builder page either double-click or select the right arrow icon next to the Flow name.
FLOW BUILDER PAGE
Once you select a flow you are then routed to the Flow Builder page to build or edit that flow. From this page you can add and re-arrange steps on the left and view a visual rendering of your flow on the right.
Steps are the individual steps in a Flow (e.g. Retrieve return shipping label from ShipStation). On the steps screen you can add, re-order, edit, duplicate and remove the steps in a Flow.
Step types are the different types of steps you can add, and these can be found, selected and configured by clicking the ‘+’ (Add new step type) icon in your Flow Builder page. These step types range from simple rich text steps to powerful integrated steps for a specific function within a third party application (e.g. Generate a replacement order on Shopify, create a shipping label on ShipStation, etc.).
- Enabled step types will appear as white and selectable
- Disabled step types will show as gray and non-selectable.
- Integrated step types will show with a colored logo and non-integrated step types will show as a black logo. In order to enable integrated step types you must first upgrade to the “Integrated” or “Enterprise” plan and then setup your chosen integrations by entering the required credentials in the Integrations Lab.
- Non-integrated step types will show as a a black logo
Some examples of general step types in the flow builder that are included in the application are; Create Shipping Label, Launch New Flow, Rich Text, Decision Tree, Update Fields, Add an Internal Note, Create a PDF, Add a Comment, and Verify Customer Info. Just click on each step you would like to learn more about for more information. Or, visit the Step Types tab directly from our BrightReps Resources page. For information on Step Types for specific integrations, visit the Integrations tab from our BrightReps Resources page.
To add a step click the ‘+’ icon either at the end of a step or between steps. You will then be prompted to select the step type you wish to add. Once selected the configurable fields for that step type display including a Title (displays as a step summary), Subtitle (display as subtext on the step card), and details specific to that step type. Once complete, click Save to add that step.
You can drag and drop steps to re-arrange. You can also add steps by selecting any of the blue plus icons on the flow rendering to the right.
When adding a step you can choose from our library of step types that range from instructional (Rich Text and Decision trees) to integrations with external tools. You can search for a specific step type or integration using the search bar.
To edit a step click the pencil icon to the right of that step. This will open an editable view to update the title, subtitle and details of that specific step. You can also Delete the step by clicking the red Delete icon or clone the step by clicking the blue Clone icon.
PUBLISH OR DISCARD CHANGES
Once edits are made to the steps in a flow, the Publish Changes and Discard Changes buttons will highlight to indicate that you can either discard the changes or save and publish the changes. Once Publish Changes is clicked, edits will be published real-time to users of BrightReps Sidekick™.
Flow Builder automatically saves your edits as a draft. When making edits you can undo/redo edits made in that session. Select “Discard Changes” to discard edits since the last published version. Select “Publish Changes” to publish your current edits.